SOA Wealth Advisors’s Synchrony SYF Stock Holding History

SOA Wealth Advisors’s Portfolio SYF Stock Details SYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$977	Hold	14	–	–	﹤0.01%	749
2025 Q4	$1.19K	Hold	14	–	–	﹤0.01%	746
2025 Q3	$1.01K	Hold	14	–	–	﹤0.01%	766
2025 Q2	$947	Hold	14	–	–	﹤0.01%	758
2025 Q1	$747	Hold	14	–	–	﹤0.01%	762
2024 Q4	$914	Hold	14	–	–	﹤0.01%	736
2024 Q3	$699	Hold	14	–	–	﹤0.01%	732
2024 Q2	$657	Sell	14 -12	-46%	-$521	﹤0.01%	751
2024 Q1	$1.11K	Hold	26	–	–	﹤0.01%	756
2023 Q4	$984	Hold	26	–	–	﹤0.01%	756
2023 Q3	$784	Hold	26	–	–	﹤0.01%	792
2023 Q2	$867	Buy	26 +1	+4%	+$31	﹤0.01%	793
2023 Q1	$740	Hold	25	–	–	﹤0.01%	818
2022 Q4	$833	Hold	25	–	–	﹤0.01%	812
2022 Q3	$0	Sell	25 -35	-58%	-$1.13K	﹤0.01%	989
2022 Q2	$1K	Sell	60 -273	-82%	-$9.48K	﹤0.01%	786
2022 Q1	$11K	Hold	333	–	–	﹤0.01%	577
2021 Q4	$15K	Hold	333	–	–	﹤0.01%	503
2021 Q3	$16K	Buy	333 +2	+0.6%	+$97	﹤0.01%	493
2021 Q2	$16K	Buy	331 +206	+165%	+$9.39K	﹤0.01%	495
2021 Q1	$5K	Buy	125 +54	+76%	+$2.08K	﹤0.01%	633
2020 Q4	$2K	Buy	+71	New	+$2.13K	﹤0.01%	703

Other funds holding SYF

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return